"Many more people died of Covid under the Biden Administration than under the Trump Administration. “Operation Warp Speed” was a SPECTACULAR SUCCESS, in fact, many say, one of the most successful things ever done by an American President. I overrode Fauci on this. His ideas were CRAZY! Also, I said from the beginning that the Virus came from the Wuhan Laboratory in China. Fauci strongly disagreed, always trying to protect China. I Inherited Fauci, who was there since the 1980’s, but with each passing day, relied less and less on him. He made too many bad calls, like on MASKS. Remember at the beginning he was an anti-masker. He then switched to a super-masker. In any event I didn’t let him shut the Country down, although he wanted to. I went the Federalist way, and let the governors decide. The Republican governors did a much better job than the Dumocrats. Fauci was largely taken out of play, and then along came Sleepy Joe Biden, who made Fauci a “King!” I called Biden to tell him Fauci was no good, either didn’t have a clue, or was dishonest. The call was well received, but sadly,
not acted on. Biden went on to give Fauci vast destructive power. The rest is history! President DJT"
我觉得中性偏鸽,中长期利好。
特别是美联储改革,降低政府数据的依赖,对民间数据保持开放态度,这个非常对市场胃口。
民间数据显示的通胀很低,有一个真实通胀的数据,其实很多人都看那个,TruFlation,或者看Trimmed Mean Inflation,他们更接近,实际通胀偏低。然后就业率方面,政府之前只看数值,不看就业类型分布,导致盲目乐观。其实这次就业好,更多是世界杯带来的酒店旅游业,娱乐业的就业向好,而不是真正有价值的长期稳定的就业。世界杯结束就会回落。这些数据民间统计非常准,而且数据丰富。😃
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